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@tjrobertson52 source record
The software industry just lost $1-2 TRILLION and most people think it's because AI makes software easier to build. Wrong. AI is making software irrelevant. Instead of shoving AI into apps built for humans, plugins just hand the data straight to AI. The fut...
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iIf you haven't heard about what they're calling the saspocalypse, let me catch you up and then explain what people are getting wrong and how you can take advantage of it. In early February alone, the software industry saw a loss in market capitalization of 1 to 2 trillion dollars. Now this market cap has actually been dropping since 2023 and even more steeply since 2025. But in the last few weeks, it's really just falling off a cliff. As an example, Duolingo stock price is down 83% right now. The reason? It's AI. Of course it's AI, but not quite for the reason people think. Most people seem to think that AI is gonna make it easier and easier to create software like this and therefore these software companies are gonna have way more competition. But that completely misses the point and won't explain a 1 to 2 trillion dollar loss in a couple weeks. The point is not that AI is letting us
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If you haven't heard about what they're calling the saspocalypse, let me catch you up and then explain what people are getting wrong and how you can take advantage of it. In early February alone, the software industry saw a loss in market capitalization of 1 to 2 trillion dollars. Now this market cap has actually been dropping since 2023 and even more steeply since 2025. But in the last few weeks, it's really just falling off a cliff. As an example, Duolingo stock price is down 83% right now. The reason? It's AI...
the modern software companies. Instead of forcing AI inside existing software that's meant for humans plug in, simply hand over the data and any essential logic to the AI itself and then ultimately it's the AI using the software or rather just spinning up software on the fly and then using it. And if a human ever needs to interact with a software layer, the AI can just spin up a custom UI on the fly. And I realised to most people at first this just sounds like it's over complicating something that was already ve...
ng and I think that's really cool and if you can build something really quickly and get a lot of use out of it in the next year, I think it's totally worthwhile. Others are building automations in N8N and those can be really useful too. However, I wouldn't recommend sinking too much time into either of these things right now. What we're doing at our agency, what I think most people should be doing right now is building what are called skills inside of cloud. I'll do another video on skills and how to set them up...
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